We're looking for a full-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.

Are you a highly motivated person with a positive outlook and eagerness to serve?

We’re looking for a Client Associate to:

• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for ope...

Are you interested in furthering your skills in business analytics and strategy? Would you like to be a part of a team that helps implement our Senior Leadership’s strategy? Are you a team player who can work nimbly to improve various processes in partnership with the Field?

We’re looking for a Business Analyst to:

• collaborate with our Regional Finance Team, Field Leadership, and various Product Consultants (Alternative Investments, Banking, Structured Products, etc.) to g...

We're looking for a full-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.

Are you a highly motivated person with a positive outlook and eagerness to serve?

We’re looking for a Client Associate to:

• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for op...

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provi...